IFA Capital Investment Team

Partner

Strategic financial leader with deep expertise in the life sciences sector and over 27 years of investment experience. Kellie currently serves as a Portfolio Manager of IFA Capital.

She previously held the role of CFO at ESG Excel, where she deepened her expertise in Environmental, Social, and Governance (ESG) by leading the development of a corporate-level software platform to measure, monitor, and report standardized ESG metrics.

Kellie was the founder of Symmetry Capital Management in 2001, becoming one of only 11 women worldwide managing a hedge fund at the time, and successfully growing the funds to approximately $400 million in assets under management (AUM). 

Prior to founding Symmetry Capital, she was a portfolio manager for the EGM Medical Technology Fund in 1999 and 2000. For the year 2000, the strategy was the 5th overall ranked hedge fund, as reported in January 2001 by Barron’s. Prior to EGM, she held equity research analyst positions at Evolution Capital, Montgomery Securities, now Bank of America Securities, and Dean Witter Reynolds.   

Philanthropy is an important aspect to Kellie’s life. She was the President of Friends of Harvey Milk from 2010 – 2019. The Friends of Harvey Milk focused on funding youth projects in San Francisco central to the mission of equity, academics and social justice. Additionally, she has been a CASA (Court Appointed Special Advocate) for over 10 years. Kellie has also served as the President of multiple 501(c)3 school foundations over the last decade.  

Kellie graduated from Texas A&M University with Bachelor of Science degrees in Biochemistry and Genetics.